Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, explains it is no coincidence that moments of political change in history have brought with them new economic thinking. With populism on the rise in Europe, Brexit still rumbling...
Good governance of multi-asset portfolios is increasingly important. However, the complexity of the process is increasing. Ciaran Mulligan, Head of Investment Manager Oversight at M&GPrudential Treasury and Investment Office, shares his views on how quantitative...
Aviva Investors’ Head of Investment Strategy and Chief Economist Michael Grady gives a summary of their outlook for global economies and markets.
Industry Voice: Getting your UK equity income allocation right: not all covered call strategies are equal
BMO Global Asset Management
Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.
Pictet Asset Management highlights the areas of digital offering the most compelling investment opportunities.
RLAM's investment experts share their views on markets.
Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
3 minutes with Mark Denham, Head of European Equities at Carmignac
Partner Insight: "We are trying to capture the mispricing created by behavioural biases" - Eastspring's Bentley
Eastspring's Sam Bentley discusses how adopting a value approach can offer huge opportunities in emerging markets
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Sam Morse, manager of Fidelity European Values PLC, tells Incisive Works how to make the best of a gloomy outlook
Incisive Works recently attended an Allianz working lunch as Thorsten Winkelmann and Marcus Morris-Eyton discussed their portfolio construction philosophy for the Allianz Continental European Fund
The Chinese economy as a whole is slowing but domestic consumption is still relatively strong, says Dale Nicholls, manager of Fidelity China Special Situations PLC